
The massive stock market rally: do not throw caution to the wind
Sentiment has turned very bullish, leaving equities exposed if earnings or geopolitics disappoint, says Ryk de Klerk.

Sentiment has turned very bullish, leaving equities exposed if earnings or geopolitics disappoint, says Ryk de Klerk.

Markets have been under sustained pressure from conflict, tighter financial conditions, and liquidity strains. Ryk de Klerk argues this risk-off phase may be reaching its limits, even as volatility remains high.

Political risks and violence have reached their highest position in the Allianz Risk Barometer, reflecting rising concern over war perils, civil unrest, and sabotage.

Santam’s Thabiso Rulashe on how insurers are adapting to stay resilient – and profitable – in an era of rising risks.